ZACKS INVESTMENT MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1086483 Chicago, IL

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$610,835

-$82,110 QoQ

Shares Held

4,665

-21.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $277,447,288 across 15 Utilities - Regulated Electric names. DUK ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	791,132	$103,701,581
2	SO	Southern Co	1,037,477	$100,137,279
3	PEG	Public Service Enterprise Group Inc	690,860	$55,925,116
4	AEE	Ameren Corp	56,040	$6,159,916
5	EIX	Edison International	71,487	$5,231,418
6	NEE	Nextera Energy Inc	23,301	$2,164,196
7	ES	Eversource Energy	13,507	$935,764
8	DUK	Duke Energy CORP This page	4,665	$610,835

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$610,835	4,665	-21.1%	Shares	Sole	2026-05-14
2025-12-31	$692,945	5,912	-19.5%	Shares	Sole	2026-02-17
2025-09-30	$908,696	7,343	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$857,978	7,271	+77.0%	Shares	Sole	2025-08-12
2025-03-31	$501,052	4,108	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$433,545	4,024	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$474,228	4,113	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$410,642	4,097	+62.5%	Shares	Sole	2024-08-14
2024-03-31	$243,902	2,522	-18.5%	Shares	Sole	2024-05-15
2023-12-31	$300,144	3,093	+33.1%	Shares	Sole	2024-02-14
2022-09-30	$216,178	2,324	-11.6%	Shares	Sole	2022-11-14
2022-06-30	$281,855	2,629	+43.6%	Shares	Sole	2022-08-15
2022-03-31	$204,449	1,831	-12.5%	Shares	Sole	2022-05-13
2021-09-30	$204,255	2,093	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.